51/120
All 120 Win/Lose results shown below
Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.
Trailing 1 year (4 quarters): 2 wins, 10 lossesLast fetched: 4 Sept 2026
Complete point ledger
Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.
| Quarter | Total return | Revenue growth | EPS growth | Net marginNon-scoring | Trailing P/ENon-scoring | Price/bookNon-scoring | CEO quarterly payNon-scoring | Implied DilutionNon-scoring | Implied BuybackNon-scoring |
|---|---|---|---|---|---|---|---|---|---|
| 2026-Q21/3 |
WinILMN / S&P 42.65% / 15.20% |
LoseILMN / S&P 4.88% / 15.00% |
LoseILMN / S&P -32.15% / 50.40% |
Non-scoringILMN / S&P 18.36% / 15.70% | Non-scoringILMN / S&P 32.38 / 28.47 | Non-scoringILMN / S&P 9.41 / S&P unavailable | Non-scoringILMN / S&P ILMN unavailable / S&P unavailable | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.36b |
| 2026-Q10/3 |
LoseILMN / S&P -6.02% / -4.33% |
LoseILMN / S&P 1.29% / 11.30% |
LoseILMN / S&P -190.61% / 27.70% |
Non-scoringILMN / S&P 19.42% / 14.80% | Non-scoringILMN / S&P 21.09 / 25.43 | Non-scoringILMN / S&P 6.72 / S&P unavailable | Non-scoringILMN / S&P ILMN unavailable / S&P unavailable | Non-scoringILMN / S&P ILMN unavailable / $0.27b | Non-scoringILMN / S&P ILMN unavailable / $0.00b |
| 2025-Q41/3 |
WinILMN / S&P 38.11% / 2.65% |
LoseILMN / S&P -0.66% / 9.00% |
LoseILMN / S&P -170.96% / 13.40% |
Non-scoringILMN / S&P 19.57% / 13.20% | Non-scoringILMN / S&P 24.29 / 28.48 | Non-scoringILMN / S&P 7.58 / 5.39 | Non-scoringILMN / S&P ILMN unavailable / $4.42m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.20b |
| 2025-Q30/3 |
LoseILMN / S&P -0.46% / 8.12% |
LoseILMN / S&P -2.32% / 4.61% |
LoseILMN / S&P -144.78% / 13.45% |
Non-scoringILMN / S&P 16.39% / 11.78% | Non-scoringILMN / S&P 20.05 / 28.13 | Non-scoringILMN / S&P 5.92 / 5.27 | Non-scoringILMN / S&P ILMN unavailable / $4.42m | Non-scoringILMN / S&P ILMN unavailable / $0.11b | Non-scoringILMN / S&P ILMN unavailable / $0.00b |
| 2025-Q21/3 |
WinILMN / S&P 20.25% / 10.94% |
LoseILMN / S&P -3.27% / 4.83% |
LoseILMN / S&P -141.25% / 10.63% |
Non-scoringILMN / S&P 29.37% / 11.45% | Non-scoringILMN / S&P 11.93 / 27.10 | Non-scoringILMN / S&P 6.65 / 5.01 | Non-scoringILMN / S&P ILMN unavailable / $4.42m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.23b |
| 2025-Q10/3 |
LoseILMN / S&P -40.63% / -4.27% |
LoseILMN / S&P -3.47% / 4.98% |
LoseILMN / S&P -25.52% / 10.57% |
Non-scoringILMN / S&P -22.25% / 11.39% | Non-scoringILMN / S&P ILMN unavailable / 26.23 | Non-scoringILMN / S&P 5.35 / 4.69 | Non-scoringILMN / S&P ILMN unavailable / $4.42m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.10b |
| 2024-Q41/3 |
WinILMN / S&P 2.47% / 2.41% |
LoseILMN / S&P -2.93% / 5.25% |
LoseILMN / S&P 4.63% / 6.15% |
Non-scoringILMN / S&P -27.95% / 11.29% | Non-scoringILMN / S&P ILMN unavailable / 28.60 | Non-scoringILMN / S&P 9.06 / 4.99 | Non-scoringILMN / S&P ILMN unavailable / $4.28m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.08b |
| 2024-Q32/3 |
WinILMN / S&P 24.94% / 5.89% |
LoseILMN / S&P -1.68% / 5.89% |
WinILMN / S&P 40.28% / 6.11% |
Non-scoringILMN / S&P -36.08% / 10.87% | Non-scoringILMN / S&P ILMN unavailable / 28.09 | Non-scoringILMN / S&P 9.75 / 4.94 | Non-scoringILMN / S&P ILMN unavailable / $4.28m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.21b |
| 2024-Q20/3 |
LoseILMN / S&P -21.86% / 4.28% |
LoseILMN / S&P -0.72% / 5.38% |
LoseILMN / S&P -27.98% / 5.12% |
Non-scoringILMN / S&P -68.71% / 10.85% | Non-scoringILMN / S&P ILMN unavailable / 27.64 | Non-scoringILMN / S&P 11.58 / 4.79 | Non-scoringILMN / S&P ILMN unavailable / $4.28m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.36b |
| 2024-Q10/3 |
LoseILMN / S&P -1.38% / 10.56% |
LoseILMN / S&P 1.03% / 5.71% |
LoseILMN / S&P -71.41% / 5.59% |
Non-scoringILMN / S&P -28.69% / 10.81% | Non-scoringILMN / S&P ILMN unavailable / 27.02 | Non-scoringILMN / S&P 3.70 / 4.71 | Non-scoringILMN / S&P ILMN unavailable / $4.28m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.12b |
| 2023-Q40/3 |
LoseILMN / S&P 1.43% / 11.69% |
LoseILMN / S&P -1.72% / 6.81% |
LoseILMN / S&P -73.77% / 7.78% |
Non-scoringILMN / S&P -25.75% / 11.19% | Non-scoringILMN / S&P ILMN unavailable / 24.35 | Non-scoringILMN / S&P 3.75 / 4.31 | Non-scoringILMN / S&P ILMN unavailable / $4.08m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.01b |
| 2023-Q30/3 |
LoseILMN / S&P -26.78% / -3.27% |
LoseILMN / S&P -4.98% / 7.52% |
LoseILMN / S&P -73.14% / -5.03% |
Non-scoringILMN / S&P -25.17% / 10.84% | Non-scoringILMN / S&P ILMN unavailable / 23.93 | Non-scoringILMN / S&P 3.58 / 3.98 | Non-scoringILMN / S&P ILMN unavailable / $4.08m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.24b |
| 2023-Q21/3 |
LoseILMN / S&P -19.38% / 8.74% |
LoseILMN / S&P -4.92% / 9.50% |
WinILMN / S&P 29444.44% / -8.57% |
Non-scoringILMN / S&P -93.84% / 10.88% | Non-scoringILMN / S&P ILMN unavailable / 24.01 | Non-scoringILMN / S&P 4.40 / 4.19 | Non-scoringILMN / S&P ILMN unavailable / $4.08m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.17b |
| 2023-Q11/3 |
WinILMN / S&P 15.01% / 7.50% |
LoseILMN / S&P -4.49% / 10.77% |
LoseILMN / S&P -723.85% / -15.69% |
Non-scoringILMN / S&P -100.90% / 10.82% | Non-scoringILMN / S&P ILMN unavailable / 22.66 | Non-scoringILMN / S&P 5.34 / 3.93 | Non-scoringILMN / S&P ILMN unavailable / $4.08m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.13b |
| 2022-Q40/3 |
LoseILMN / S&P 5.98% / 7.56% |
LoseILMN / S&P 1.26% / 11.88% |
LoseILMN / S&P -657.37% / -17.99% |
Non-scoringILMN / S&P -96.09% / 11.09% | Non-scoringILMN / S&P ILMN unavailable / 22.65 | Non-scoringILMN / S&P 4.71 / 3.75 | Non-scoringILMN / S&P ILMN unavailable / $3.70m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.15b |
| 2022-Q31/3 |
WinILMN / S&P 3.49% / -4.88% |
LoseILMN / S&P 9.79% / 13.47% |
LoseILMN / S&P -533.99% / -1.41% |
Non-scoringILMN / S&P -88.38% / 12.28% | Non-scoringILMN / S&P ILMN unavailable / 20.58 | Non-scoringILMN / S&P 4.34 / 3.60 | Non-scoringILMN / S&P ILMN unavailable / $3.70m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.17b |
| 2022-Q21/3 |
LoseILMN / S&P -47.24% / -16.10% |
WinILMN / S&P 18.31% / 13.71% |
LoseILMN / S&P -101.72% / 11.04% |
Non-scoringILMN / S&P -0.43% / 13.03% | Non-scoringILMN / S&P ILMN unavailable / 20.28 | Non-scoringILMN / S&P 2.80 / 3.78 | Non-scoringILMN / S&P ILMN unavailable / $3.70m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.17b |
| 2022-Q11/3 |
LoseILMN / S&P -8.16% / -4.60% |
WinILMN / S&P 34.06% / 15.97% |
LoseILMN / S&P 6.78% / 42.23% |
Non-scoringILMN / S&P 15.03% / 14.22% | Non-scoringILMN / S&P 79.39 / 22.19 | Non-scoringILMN / S&P 5.10 / 4.51 | Non-scoringILMN / S&P ILMN unavailable / $3.70m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.20b |
| 2021-Q41/3 |
LoseILMN / S&P -6.21% / 11.03% |
WinILMN / S&P 39.73% / 15.00% |
LoseILMN / S&P 12.81% / 96.40% |
Non-scoringILMN / S&P 16.81% / 15.13% | Non-scoringILMN / S&P 76.35 / 23.63 | Non-scoringILMN / S&P 5.41 / 4.73 | Non-scoringILMN / S&P ILMN unavailable / $3.63m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.13b |
| 2021-Q31/3 |
LoseILMN / S&P -14.29% / 0.58% |
WinILMN / S&P 32.18% / 10.77% |
LoseILMN / S&P 41.30% / 69.42% |
Non-scoringILMN / S&P 21.17% / 14.13% | Non-scoringILMN / S&P 62.19 / 25.35 | Non-scoringILMN / S&P 5.32 / 4.38 | Non-scoringILMN / S&P ILMN unavailable / $3.63m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.19b |
| 2021-Q22/3 |
WinILMN / S&P 23.21% / 8.55% |
WinILMN / S&P 18.35% / 6.58% |
LoseILMN / S&P 11.54% / 51.81% |
Non-scoringILMN / S&P 19.36% / 13.34% | Non-scoringILMN / S&P 87.79 / 26.70 | Non-scoringILMN / S&P 13.02 / 4.43 | Non-scoringILMN / S&P ILMN unavailable / $3.63m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.11b |
| 2021-Q10/3 |
LoseILMN / S&P 3.80% / 6.17% |
LoseILMN / S&P -2.33% / -1.06% |
LoseILMN / S&P -32.60% / 7.39% |
Non-scoringILMN / S&P 18.14% / 11.60% | Non-scoringILMN / S&P 86.74 / 30.50 | Non-scoringILMN / S&P 11.10 / 4.23 | Non-scoringILMN / S&P ILMN unavailable / $3.63m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.10b |
| 2020-Q41/3 |
WinILMN / S&P 19.71% / 12.15% |
LoseILMN / S&P -8.58% / -3.72% |
LoseILMN / S&P -34.07% / -33.42% |
Non-scoringILMN / S&P 20.25% / 8.86% | Non-scoringILMN / S&P 80.10 / 39.26 | Non-scoringILMN / S&P 11.19 / 4.05 | Non-scoringILMN / S&P ILMN unavailable / $3.17m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.01b |
| 2020-Q30/3 |
LoseILMN / S&P -16.54% / 8.93% |
LoseILMN / S&P -6.36% / -2.04% |
LoseILMN / S&P -34.20% / -27.10% |
Non-scoringILMN / S&P 19.70% / 9.24% | Non-scoringILMN / S&P 66.76 / 34.27 | Non-scoringILMN / S&P 9.06 / 3.65 | Non-scoringILMN / S&P ILMN unavailable / $3.17m | Non-scoringILMN / S&P ILMN unavailable / $0.02b | Non-scoringILMN / S&P ILMN unavailable / $0.00b |
| 2020-Q22/3 |
WinILMN / S&P 35.60% / 20.54% |
LoseILMN / S&P -1.56% / -0.46% |
WinILMN / S&P -25.71% / -27.11% |
Non-scoringILMN / S&P 20.68% / 9.37% | Non-scoringILMN / S&P 74.30 / 31.29 | Non-scoringILMN / S&P 11.28 / 3.44 | Non-scoringILMN / S&P ILMN unavailable / $3.17m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.03b |
| 2020-Q13/3 |
WinILMN / S&P -17.67% / -19.60% |
WinILMN / S&P 4.71% / 3.47% |
WinILMN / S&P 11.01% / -14.75% |
Non-scoringILMN / S&P 26.49% / 10.68% | Non-scoringILMN / S&P 40.84 / 22.80 | Non-scoringILMN / S&P 8.30 / 2.92 | Non-scoringILMN / S&P ILMN unavailable / $3.17m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.05b |
| 2019-Q42/3 |
LoseILMN / S&P 9.05% / 9.07% |
WinILMN / S&P 6.33% / 5.36% |
WinILMN / S&P 21.40% / 2.99% |
Non-scoringILMN / S&P 28.28% / 12.81% | Non-scoringILMN / S&P 47.42 / 22.78 | Non-scoringILMN / S&P 10.30 / 3.53 | Non-scoringILMN / S&P ILMN unavailable / $3.08m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.05b |
| 2019-Q32/3 |
LoseILMN / S&P -17.37% / 1.70% |
WinILMN / S&P 6.66% / 5.02% |
WinILMN / S&P 41.77% / 0.21% |
Non-scoringILMN / S&P 28.14% / 12.41% | Non-scoringILMN / S&P 44.28 / 22.44 | Non-scoringILMN / S&P 9.71 / 3.30 | Non-scoringILMN / S&P ILMN unavailable / $3.08m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.09b |
| 2019-Q23/3 |
WinILMN / S&P 18.49% / 4.30% |
WinILMN / S&P 9.70% / 6.64% |
WinILMN / S&P 43.18% / 8.65% |
Non-scoringILMN / S&P 27.56% / 12.79% | Non-scoringILMN / S&P 56.12 / 21.37 | Non-scoringILMN / S&P 12.15 / 3.32 | Non-scoringILMN / S&P ILMN unavailable / $3.08m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.27b |
| 2019-Q12/3 |
LoseILMN / S&P 3.59% / 13.65% |
WinILMN / S&P 15.71% / 8.12% |
WinILMN / S&P 48.19% / 14.29% |
Non-scoringILMN / S&P 25.06% / 12.97% | Non-scoringILMN / S&P 52.21 / 20.86 | Non-scoringILMN / S&P 11.15 / 3.26 | Non-scoringILMN / S&P ILMN unavailable / $3.08m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $34.35b |
| 2018-Q41/3 |
LoseILMN / S&P -18.29% / -13.52% |
WinILMN / S&P 21.12% / 9.05% |
LoseILMN / S&P 12.78% / 18.23% |
Non-scoringILMN / S&P 24.79% / 13.10% | Non-scoringILMN / S&P 51.63 / 19.39 | Non-scoringILMN / S&P 11.35 / 2.94 | Non-scoringILMN / S&P ILMN unavailable / $3.00m | Non-scoringILMN / S&P ILMN unavailable / $0.01b | Non-scoringILMN / S&P ILMN unavailable / $0.00b |
| 2018-Q32/3 |
WinILMN / S&P 31.43% / 7.71% |
WinILMN / S&P 25.03% / 10.21% |
LoseILMN / S&P -12.17% / 19.06% |
Non-scoringILMN / S&P 21.10% / 13.01% | Non-scoringILMN / S&P 76.74 / 22.25 | Non-scoringILMN / S&P 14.98 / 3.45 | Non-scoringILMN / S&P ILMN unavailable / $3.00m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.17b |
| 2018-Q22/3 |
WinILMN / S&P 18.13% / 3.43% |
WinILMN / S&P 24.82% / 9.03% |
LoseILMN / S&P -12.35% / 14.46% |
Non-scoringILMN / S&P 20.88% / 12.56% | Non-scoringILMN / S&P 61.63 / 22.49 | Non-scoringILMN / S&P 12.26 / 3.25 | Non-scoringILMN / S&P ILMN unavailable / $3.00m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.19b |
| 2018-Q12/3 |
WinILMN / S&P 8.21% / -0.76% |
WinILMN / S&P 21.08% / 7.68% |
LoseILMN / S&P -22.33% / 12.46% |
Non-scoringILMN / S&P 19.32% / 12.27% | Non-scoringILMN / S&P 59.62 / 23.41 | Non-scoringILMN / S&P 11.24 / 3.17 | Non-scoringILMN / S&P ILMN unavailable / $3.00m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.08b |
| 2017-Q43/3 |
WinILMN / S&P 9.68% / 6.64% |
WinILMN / S&P 14.72% / 7.03% |
WinILMN / S&P 59.55% / 13.82% |
Non-scoringILMN / S&P 26.39% / 12.09% | Non-scoringILMN / S&P 43.03 / 24.25 | Non-scoringILMN / S&P 11.37 / 3.23 | Non-scoringILMN / S&P ILMN unavailable / $2.92m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.05b |
| 2017-Q33/3 |
WinILMN / S&P 14.80% / 4.48% |
WinILMN / S&P 9.37% / 5.68% |
WinILMN / S&P 75.33% / 17.57% |
Non-scoringILMN / S&P 30.16% / 12.04% | Non-scoringILMN / S&P 36.18 / 23.28 | Non-scoringILMN / S&P 9.91 / 3.08 | Non-scoringILMN / S&P ILMN unavailable / $2.92m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.11b |
| 2017-Q22/3 |
LoseILMN / S&P 1.69% / 3.09% |
WinILMN / S&P 7.43% / 4.83% |
WinILMN / S&P 71.92% / 17.74% |
Non-scoringILMN / S&P 30.09% / 11.96% | Non-scoringILMN / S&P 32.95 / 23.40 | Non-scoringILMN / S&P 9.08 / 3.03 | Non-scoringILMN / S&P ILMN unavailable / $2.92m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.08b |
| 2017-Q13/3 |
WinILMN / S&P 33.27% / 6.07% |
WinILMN / S&P 7.57% / 3.67% |
WinILMN / S&P 78.14% / 13.32% |
Non-scoringILMN / S&P 30.53% / 11.75% | Non-scoringILMN / S&P 32.82 / 23.60 | Non-scoringILMN / S&P 9.52 / 3.01 | Non-scoringILMN / S&P ILMN unavailable / $2.92m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $20.24b |
| 2016-Q41/3 |
LoseILMN / S&P -29.52% / 3.82% |
WinILMN / S&P 8.02% / 2.09% |
LoseILMN / S&P -0.64% / 7.05% |
Non-scoringILMN / S&P 19.31% / 11.37% | Non-scoringILMN / S&P 39.28 / 23.76 | Non-scoringILMN / S&P 8.28 / 2.91 | Non-scoringILMN / S&P ILMN unavailable / $2.88m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $1.11b |
| 2016-Q32/3 |
WinILMN / S&P 29.41% / 3.85% |
WinILMN / S&P 10.75% / 0.20% |
LoseILMN / S&P -12.54% / -3.15% |
Non-scoringILMN / S&P 18.72% / 10.82% | Non-scoringILMN / S&P 58.36 / 24.22 | Non-scoringILMN / S&P 11.56 / 2.78 | Non-scoringILMN / S&P ILMN unavailable / $2.88m | Non-scoringILMN / S&P ILMN unavailable / $0.00b | Non-scoringILMN / S&P ILMN unavailable / $0.16b |
Dividend-reinvested, split-adjusted total return
1Y · 2025-08-29 to 2026-08-27
| Metric | ILMN total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 127.78% | 20.78% |
| Annualized return | 127.78% | 20.78% |
5Y · 2021-09-01 to 2026-08-27
| Metric | ILMN total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | -49.45% | 83.14% |
| Annualized return | -12.75% | 12.86% |
10Y · 2016-09-01 to 2026-08-27
| Metric | ILMN total return | S&P 500 Total Return Index |
|---|---|---|
| Total return | 38.86% | 319.30% |
| Annualized return | 3.34% | 15.41% |
Calculation rules
- window
- Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
- return Basis
- Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
- point Rule
- Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
- frequency
- Quarter endpoints only.
- fundamentals
- Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
- non Scoring
- Net margin, P/E, P/B and other gray context columns never enter the score.
Snapshot captured 2026-09-04.